Get the free employee exit checklist - UF Human Resources - University of Florida

Resignation/Termination Checklist This checklist is provided to assist employees in completing the separation process and outlines exit procedures for: Regular, part-time and temporary faculty and

How to fill out employee exit checklist

How to fill out employee exit checklist

1. Step 1: Gather all necessary documents and information, such as the employee's personal details, resignation letter, employment contract, and relevant company policies.
2. Step 2: Review the checklist to ensure all required tasks and processes are included.
3. Step 3: Begin with the basic details, such as the employee's name, position, and department.
4. Step 4: Verify and update the employee's contact details, including their address, phone number, and email address.
5. Step 5: Document the employee's reason for leaving, whether it is resignation, termination, retirement, or any other circumstances.
6. Step 6: Review the employee's clearance status for any pending tasks, projects, or responsibilities.
7. Step 7: Collect and process any remaining company property, such as keys, electronic devices, or access cards.
8. Step 8: Conduct an exit interview or survey to gather feedback and insights from the departing employee.
9. Step 9: Obtain necessary signatures and approvals from appropriate personnel, including the employee and relevant managers or HR representatives.
10. Step 10: Keep a copy of the completed checklist for record-keeping purposes and future reference.

Who needs employee exit checklist?

1. Companies or organizations of any size and industry can benefit from using an employee exit checklist.
2. It is particularly important for HR departments, managers, and supervisors involved in the offboarding process.
3. Additionally, the checklist is useful for compliance purposes, ensuring that all necessary tasks and documentation are completed when an employee leaves the company.

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What is employee exit checklist?

Employee exit checklist is a document that outlines the tasks and procedures that need to be completed when an employee leaves the company.

Who is required to file employee exit checklist?

HR department or manager is typically responsible for filing the employee exit checklist.

How to fill out employee exit checklist?

Employee exit checklist can be filled out by collecting information such as final pay, returning company property, and conducting an exit interview.

What is the purpose of employee exit checklist?

The purpose of an employee exit checklist is to ensure that all necessary tasks are completed when an employee leaves the company.

What information must be reported on employee exit checklist?

Information such as final pay, returning company property, conducting an exit interview, and deactivating access to company systems.